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Average Ratings 18 Ratings

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Description

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Description

MORSERVw is a versatile Mortgage Loan Servicing System that operates on both Windows and Web platforms, catering to the management of commercial and residential loans. This innovative product represents the evolution of the reliable MORSERV brand, which has been a trusted solution for mortgage bankers since 1983. Among its key functionalities are the preparation of Amortization Schedules, comprehensive Investor Reporting, management of Tax and Insurance Due Reports, processing of Cash Receipts, Escrow Disbursements, and conducting Escrow Analysis, along with generating 1098 forms and History Statements. These features are essential for both interim and long-term mortgage loan servicing organizations to efficiently manage their operations. The software was meticulously designed to ensure that users experience a straightforward, accurate, and efficient system for their everyday record-keeping and handling of individual or multiple investors’ loan portfolios. In contrast to many other servicing software options on the market, MORSERVw was specifically crafted to seamlessly function within the Windows or Web environment from its inception, enhancing user experience and operational effectiveness. As a result, users can expect a robust tool that evolves with their needs in a dynamic industry.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Actum Processing Yes 
Decision Logic Yes 
Gmail Yes 
Microsoft 365 Yes 
Plaid Yes 
SendGrid Yes 
Snowflake Yes 
Spinify Yes 
Spinwheel Yes 
TransUnion Collections Management Yes 
Twilio Yes 
Ytel Yes 

Integrations

Actum Processing No 
Decision Logic No 
Gmail No 
Microsoft 365 No 
Plaid No 
SendGrid No 
Snowflake No 
Spinify No 
Spinwheel No 
TransUnion Collections Management No 
Twilio No 
Ytel No 

Pricing Details

Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Free Trial No 
Free Version No 

Pricing Details

$200 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Centrex Software

Founded

2015

Country

United States

Website

www.centrexsoftware.com

Vendor Details

Company Name

Butler & Associates

Founded

1990

Country

United States

Website

www.morservw.com

Product Features

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management No 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Product Features

Loan Servicing

Accounting Management No 
Amortization Schedule Yes 
Application Management No 
Auto Loans Yes 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management No 
Construction Loans Yes 
Customer Database Yes 
Fee Management No 
Investor Management Yes 
Loan Processing No 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans Yes 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Alternatives

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